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Quickbooks Cleanup Jobs in Oregon (NOW HIRING)

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Quickbooks Cleanup information

What are the key skills and qualifications needed to thrive in QuickBooks Cleanup, and why are they important?

To excel at QuickBooks Cleanup, you need strong bookkeeping fundamentals, attention to detail, and familiarity with accounting principles, often supported by experience or certification in QuickBooks. Mastery of QuickBooks Online or Desktop, along with knowledge of standard accounting software and reconciliations, is essential. Excellent problem-solving, organizational skills, and the ability to communicate clearly with clients set top performers apart. These skills ensure accurate financial records, regulatory compliance, and clear financial insights for business decision-making.

What is the difference between Quickbooks Cleanup vs Bookkeeper?

AspectQuickbooks CleanupBookkeeper
CredentialsBasic accounting knowledge, Quickbooks proficiencyBookkeeping certification or experience, Quickbooks skills
Work EnvironmentOften project-based, short-termOngoing, regular bookkeeping tasks
Employer & IndustryAccounting firms, small businessesSmall to medium businesses, accounting firms
Search & Comparison IntentCleaning up Quickbooks files, correcting errorsManaging daily financial records

Quickbooks Cleanup focuses on correcting and organizing existing Quickbooks files, often as a short-term project. Bookkeepers handle ongoing financial record-keeping, including data entry and reconciliations. While both roles require Quickbooks skills, Cleanup is more task-specific, whereas Bookkeepers provide continuous financial management.

What is QuickBooks cleanup?

QuickBooks cleanup is the process of reviewing, organizing, and correcting errors in a QuickBooks account to ensure financial data is accurate and up-to-date. This task often involves reconciling bank statements, fixing miscategorized transactions, removing duplicates, and updating account balances. QuickBooks cleanup is essential for businesses to maintain accurate records, prepare for taxes, and make informed financial decisions.

What are some common challenges faced during a QuickBooks cleanup project, and how can I prepare for them?

QuickBooks cleanup projects often involve sorting through disorganized or inaccurate financial data, addressing duplicate or missing transactions, and reconciling accounts that haven’t been balanced in months or even years. Job seekers should be prepared for investigative work, attention to detail, and frequent communication with clients or team members to clarify unclear transactions. Being familiar with common QuickBooks reports and having a systematic approach to data validation will help streamline the process. Patience and a proactive mindset are key, as you may need to educate clients on best practices to prevent future issues.
What are popular job titles related to Quickbooks Cleanup jobs in Oregon? For Quickbooks Cleanup jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Quickbooks Cleanup jobs in Oregon look for? The top searched job categories for Quickbooks Cleanup jobs in Oregon are:
What cities in Oregon are hiring for Quickbooks Cleanup jobs? Cities in Oregon with the most Quickbooks Cleanup job openings:
Quickbooks Cleanup jobs near you
Infographic showing various Quickbooks Cleanup job openings in Oregon as of May 2026, with employment types broken down into 94% Full Time, 4% Part Time, 1% Temporary, and 1% Contract. Highlights an 81% Physical, 7% Hybrid, and 12% Remote job distribution.

Tax Manager / Process Efficiency Manager

Collaborative Vision

Portland, OR

$117K - $153K/yr

Full-time, Part-time, Contractor

Posted 19 hours ago

Job description

Job Title: Small Business and Corporate Tax Manager / Process Efficiency Manager
Location: Tigard, Oregon (Contract to Hire Opportunity)
Department: Accounting & Finance
Reports To: Tax Manager / Director of Finance


About the Opportunity
Our client is seeking a detail-oriented and responsible Tax Professional with Accounting background to join their team as they prepare for significant business growth this fall.

This role offers a flexible hybrid work schedule and an opportunity to contribute to meaningful process improvements within our firm's expanding tax and accounting services.

Key Responsibilities

  • Prepare and review business and individual tax returns
  • Provide consulting services, tax cleanup, and filing support for business clients
  • Support internal process improvements across accounting, bookkeeping, and payroll systems
  • Assist in training internal team members
  • Contribute to the onboarding and development of a future bookkeeper
  • Support business development initiatives, including client onboarding and relationship building
  • Collaborate with leadership to align responsibilities based on strengths and workload interests

Workload Breakdown

  • Approximately 60% Business Taxes (consulting, cleanup, filing)
  • Approximately 40% Individual Tax Returns, Business Development, and Strategic Growth
  • Many business clients also bring their personal tax work, offering continuity in client service

Schedule & Environment

  • Flexible work schedule with both part-time and full-time availability
  • Hybrid work model (remote/home and office-based)
  • Office located next to Embassy Suites at Washington Square Mall in Tigard, OR
  • General office hours: 9 AM – 6 PM, with flexibility depending on workload
  • Vacation-friendly during the slower season (November–January)

Technology & Tools

  • QuickBooks Online & Desktop (QBO)
  • UltraTax

Ideal Candidate Profile

  • Highly detailed and accurate in tax preparation and documentation
  • Strong interpersonal and client service skills
  • Proactive, efficient, and dependable
  • Committed to maintaining the firm's reputation for high-quality service
  • Comfortable contributing to team development and process optimization
  • Interested in long-term growth and development within the company

Additional Information

  • Interviews will take place throughout July, with two in-person rounds
  • Second interview will explore preferred areas of focus to align responsibilities accordingly
  • Role starts as part-time, with the potential to grow into a full-time position as the business scales
  • A formal offer will be extended in August

Join us in shaping the future of a firm poised for substantial growth, while maintaining a high standard of service, quality, and professionalism.


Apply Today


For immediate consideration, email your cover letter and CV to:

Joel Bon, Recruiting Administrator

Questions about this position?
Please call: 503-994-4014

Email: Team@cvhires.com

Our client is an equal opportunity employer.